Quant BFSI Fund Regular vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹898 Cr | ₹619 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 05 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open-ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 29% | % |
| Expense Ratio | 2.27 | 2.32 |
| Manager | Dhimant Kothari | Sanjeev Sharma |
| ISIN Code | INF205K01155 | INF966L01CA6 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.8% | -1.1% |
| 6 Month | 16.29% | 8.94% |
| 1 Year | 41.02% | 51.67% |
| 3 Year | 18.11% | - |
| 5 Year | 18.03% | - |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.79% | 24.32% |
| 3 Year | 36.88% | 27.5% |
| 5 Year | 63.49% | 27.5% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 19.2% | 28.15% |
| 3 Year | 50.25% | 28.15% |
| 5 Year | 72.39% | 28.15% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.87% | - |
| Sharp | 0.79% | - |
| Beta | 0.87% | - |
| Alpha | 5.67% | - |
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| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhimant Kothari | Sanjeev Sharma |
| Total AUM | ₹8118 Cr | ₹39731 Cr |
| Fund Manage | 7 | 22 |
| Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Large Cap | 64.8 | 51.5 |
| Others | 5.53 | 27.79 |
| Small Cap | 20.54 | 20.71 |
| Mid Cap | 9.13 | - |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Financial | 78.73 | 68.77 |
| Others | 3.74 | -0.48 |
| Services | 11.42 | - |
| Insurance | 6.11 | 16.82 |
| Energy | - | 14.89 |
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